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SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
+12.77%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$752M
AUM Growth
+$194M
Cap. Flow
+$129M
Cap. Flow %
17.17%
Top 10 Hldgs %
61.38%
Holding
1,439
New
370
Increased
432
Reduced
159
Closed
100

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$56.9M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$30.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15M

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$16.6M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.2M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.4M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$10.1M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$5.57M

Sector Composition

Rank Sector Weight
1 Consumer Staples 4.22%
2 Technology 1.31%
3 Financials 0.88%
4 Industrials 0.57%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIG icon
1276
Transocean
RIG
$6.42B
$112 ﹤0.01%
23
-625
-96% -$3.91K
OCS icon
1277
Oculis Holding
OCS
$720M
$111 ﹤0.01%
+8
New +$182
YOU icon
1278
Clear Secure
YOU
$4.56B
$111 ﹤0.01%
2
– –
NVRI icon
1279
Enviri
NVRI
$609M
$110 ﹤0.01%
5
-10
-67% -$200
SBSW icon
1280
Sibanye-Stillwater
SBSW
$8.87B
$110 ﹤0.01%
13
-29
-69% -$338
MLYS icon
1281
Mineralys Therapeutics
MLYS
$2.33B
$108 ﹤0.01%
4
– –
SHC icon
1282
Sotera Health
SHC
$5.57B
$107 ﹤0.01%
+6
New +$95
AIRI icon
1283
Air Industries Group
AIRI
$12.7M
$106 ﹤0.01%
+35
New +$107
EQT icon
1284
EQT Corp
EQT
$33.8B
$106 ﹤0.01%
2
-360
-99% -$20.2K
IMNM icon
1285
Immunome
IMNM
$3.34B
$106 ﹤0.01%
+5
New +$107
CRVS icon
1286
Corvus Pharmaceuticals
CRVS
$1.22B
$105 ﹤0.01%
+7
New +$97
PNFP icon
1287
Pinnacle Financial Partners Inc
PNFP
$15.2B
$101 ﹤0.01%
+1
New +$96
PUMP icon
1288
ProPetro Holding
PUMP
$1.3B
$100 ﹤0.01%
7
– –
NRIX icon
1289
Nurix Therapeutics
NRIX
$2.8B
$97 ﹤0.01%
+4
New +$68
SG icon
1290
Sweetgreen
SG
$821M
$97 ﹤0.01%
11
– –
CYD icon
1291
China Yuchai International
CYD
$1.48B
$95 ﹤0.01%
+2
New +$95
SGHC icon
1292
SGHC Ltd
SGHC
$7.09B
$95 ﹤0.01%
7
– –
W icon
1293
Wayfair
W
$14.3B
$92 ﹤0.01%
+1
New +$74
ANNX icon
1294
Annexon
ANNX
$976M
$91 ﹤0.01%
16
-4
-20% -$22
PBF icon
1295
PBF Energy
PBF
$7.88B
$91 ﹤0.01%
2
– –
ACHR icon
1296
Archer Aviation
ACHR
$4.59B
$90 ﹤0.01%
+19
New +$110
AES icon
1297
AES
AES
$10.5B
$88 ﹤0.01%
+6
New +$87
PHAT icon
1298
Phathom Pharmaceuticals
PHAT
$712M
$87 ﹤0.01%
8
– –
CYTK icon
1299
Cytokinetics
CYTK
$10.8B
$85 ﹤0.01%
1
– –
PPC icon
1300
Pilgrim's Pride
PPC
$7.72B
$84 ﹤0.01%
+3
New +$92
50 51
52
53 54

Similar funds

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
TWM
TRB Wealth Management Houston, Texas $751M AUM
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Stone House Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Stone House Investment Management held 1,439 positions worth $752M, up 35% from $558M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Stone House Investment Management deployed $129M of net new capital in Q2 2026, opening 370 new positions and adding to 432 existing holdings. Its largest new stake was BlackRock Large Cap Core ETF: 302,709 shares worth $15.2M.

By sector, the portfolio is most concentrated in Consumer Staples at 4.2% of assets, down from 5.6% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $16.6M trimmed.

  • Stone House Investment Management's largest Q2 2026 buy was BlackRock Large Cap Core ETF: 302,709 shares worth $15.2M.
  • Stone House Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $56.9M increase.
  • Stone House Investment Management's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $16.6M.
  • Stone House Investment Management fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2026, selling an estimated $72.7K.
  • Stone House Investment Management's ten largest holdings make up 61% of its $752M portfolio in Q2 2026.
  • Stone House Investment Management opened 370 new positions and closed 100 in Q2 2026.
  • Stone House Investment Management's portfolio value rose 35% quarter-over-quarter to $752M.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.